ESAB
ESAB CorporationIndustrials · $4.6B market cap
Verdict
Share price
$69.90
close of Oct 3, 2026
Fair value
$72.37
Sticker Price
Payback Price
$28.95
buy price
ESAB is Fairly Valued: at $69.90 it's within 3% of its fair value of $72.37. Its buy price (Payback Price) is $28.95, 59% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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1 of the investors we track holds ESAB. In Q2 2026, 1 opened a position and 1 sold out. Who we track
Insider activity
Since Jun 30, 2026: no open-market purchases, 1 sale worth $95K and 8 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Other filings
Jordan Rhonda L
director · 2026-08-07
Option exercise
$33K
Bhagwakar Ranjana N
EVP, Business Operations · 2026-07-15
Award
15,777 shares
Bhagwakar Ranjana N
EVP, Business Operations · 2026-07-01
Award
$661K
Bhagwakar Ranjana N
EVP, Business Operations · 2026-07-01
Award
9,048 shares
Bhagwakar Ranjana N
EVP, Business Operations · 2026-07-01
Award
$5.4M
About ESAB Corporation
ESAB Corporation specializes in the creation, production, and distribution of industrial consumables and advanced equipment for cutting, joining, and automated welding processes, in addition to gas control systems. Their extensive catalog features welding consumables like electrodes, cored and solid wires, and fluxes, crafted from various specialty materials. They also supply cutting consumables such as electrodes…
Industrial - Machinery
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works